Calamos Advisors

Calamos Advisors’s BILL Holdings BILL Stock Holding History

Calamos Advisors’s Portfolio BILL Stock Details BILL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,000	Closed	-$1.38M	–	926
2025 Q1	$1.38M	Buy	+30,000	New	+$2.02M	0.01%	622
2024 Q3	–	Sell	-13,987	Closed	-$736K	–	945
2024 Q2	$736K	Buy	13,987 +534	+4%	+$30.2K	﹤0.01%	680
2024 Q1	$924K	Buy	13,453 +6,403	+91%	+$448K	﹤0.01%	650
2023 Q4	$575K	Sell	7,050 -108,322	-94%	-$8.89M	﹤0.01%	720
2023 Q3	$12.5M	Buy	115,372 +50,418	+78%	+$5.74M	0.07%	336
2023 Q2	$7.59M	Buy	+64,954	New	+$6.17M	0.04%	499
2023 Q1	–	Sell	-2,530	Closed	-$276K	–	1140
2022 Q4	$276K	Sell	2,530 -9,726	-79%	-$1.17M	﹤0.01%	932
2022 Q3	$1.62M	Buy	12,256 +1,498	+14%	+$215K	0.01%	894
2022 Q2	$1.18M	Buy	+10,758	New	+$1.57M	0.01%	972
2022 Q1	–	Sell	-7,310	Closed	-$1.82M	–	1166
2021 Q4	$1.82M	Sell	7,310 -4,868	-40%	-$1.38M	0.01%	918
2021 Q3	$3.25M	Buy	+12,178	New	+$2.81M	0.01%	702
2020 Q3	–	Sell	-20,587	Closed	-$1.86M	–	709
2020 Q2	$1.86M	Buy	+20,587	New	+$1.33M	0.01%	586

Other funds holding BILL

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return